Administrator
Running the company: subscription, team and invitations, role permissions, settings, compliance and the financial dashboard.
- Create roles and set permissions
- Invite the team and track adoption
- Read the financial dashboard
Four short videos, one per role. Everyone learns their own day-to-day in SubmitX, without sitting through the other 44 minutes that don't concern them.
Running the company: subscription, team and invitations, role permissions, settings, compliance and the financial dashboard.
From quote to job site: create and track a quote, open a project, plan it in the Gantt chart, manage RFIs, inspections and change orders.
Invoicing, expenses and payroll: progress billing, receipt OCR, reconciliation, purchasing and inventory, payroll and tax reports.
On the job site: clock hours, check tasks, record a voice note, photograph a defect, scan a receipt and follow pay stubs.
A single form unlocks all four trainings on this device. Prefer live guidance? Book a demo.